Personalized Services

All of our clients have their own goals and needs, and we craft every portfolio to meet those specific objectives. We are as proud of our client service as we are of our long-term investment results.

As our client, you have direct access to your portfolio manager and an experienced account administrator to ensure that you receive a high standard of care and attention.

We can work with your tax or estate advisor to understand your tax sensitivity and then manage your portfolio according to your specific situation. We also have long-standing relationships with legal, accounting and other professionals who serve high-net-worth families and individuals.

 

 

 

Please consult your accountant, tax advisor or tax professional for detailed information applicable to your unique situation.

Products

Separate Accounts

Custom-managed accounts for individuals, families, foundations, endowments, pension plans and mutual funds

Commingled Vehicles

Investments available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans

Sub-advisory Services

Customized portfolio management with simplified administration for financial advisors

The Oakmark Funds

A value-oriented mutual fund family offering U.S., balanced, global and international funds

Contact Us to Learn More

For questions please contact us or call 312-646-3600

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275). Harris Associates Securities L.P., Distributor.

Past performance is no guarantee of future results.

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

 

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